2023-11-17 AQ Consultation Session 5

Pledge Amount

• supposed to be fix in v26

• proposal to create a new formula field to calculate and exclude voids

• update report to point to the new formula field

• we think we are not using this field though.

• hide the field

• Remove the Pledge Amount from field and create new field, we need to let DRS know

Missing Soft Credit on a corrected gift

• add soft credit to the pledge

• link the soft credit to originating pledge/transaction

discussed about our schedule

24 Oct 2023 - 2 hours, first session, introduction. where is the recording?

26 Oct 2023 - 2 hours, 2023-10-26 AQ Consultation Session 1

01 Nov 2023 - cancelled (Priscila unwell)

03 Nov 2023 - session 2, where is the recording?

08 Nov 2023 - cancelled?

06 Nov 2023 - cancelled (access to the org)

13 Nov 2023 - 1.5 hour, 2023-11-13 AQ Consultation Session X (Priscila was travelling to NY &capacity planning on same day)

10 Nov 2023 - 2 hours, 2023-11-10 AQ Consultation Session 4

15 Nov 2023 - cancelled (Priscila had an emergency)

17 Nov 2023 - 2 hours,2023-11-17 AQ Consultation Session 5

Plan:

• 21 Nov - Pledge write offs and Matching Gifts, (Benevity and challenge gifts)

• 22 Nov - Pledge Write Off Utility, Challenge (matching gifts) and follow up on matching gifts (benevity)

• 23 Nov - Q&A(general), Overview Smartchbatch 2.0

• 27Nov - Apsona and receipting

• 29Nov - Covering account

• 1 Dec- Overview of the entire consultation overall; release 25 & 26 (benefits of upgrading for the business and things to turn on for smart batch).

set aside time for technical team, review recommendation and opportunity to ask questions.

• check with Adriana Sung if we can have session after 28 as there was an email to Priscila asking for the invoice to come through before 28th Nov.

extra GRC record created when adding transaction

tested and confirmed this issue is now resolved in v26

TAPSS-327 - Getting issue details... STATUS

When using the add transaction to existing gift function it does not give you an option to add a soft credit.

Procedure:

1. Create a gift with soft credit to another account

2. Add transaction to previous gift (When using the add transaction to existing gift function it does not give you an option to add a soft credit)

3. How do we add the soft credit to the same soft credit gift as before?

Priscila to look into the add Transaction soft credit issue

• Priscila to look into the add Transaction soft credit issue

how to refund the balance but its not specific to transaction.

• Priscila showed a process to do it but we are not so sure if this is the best way yet.

• Also, we didn’t want to refund a specific transaction

TAPSS-345 - Getting issue details... STATUS